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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,694 | $100,279-9.6% | $81,353+11.5% | $145,884-37.8% |
| Participation rate | 26.3% | 74.3%-48.0pp | 69.5%-43.2pp | 80.3%-54.0pp |
| Annual return | 7.01% | 34.49%-27.5pp | 24.82%-17.8pp | 551.85%-544.8pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $336 | $4,611-92.7% | $3,885-91.3% | $6,690-95.0% |
| Admin fee / account holder | $15,985 | $8,206+94.8% | $5,766+177.2% | $13,392+19.4% |